Who We Help
- Families with investable assets who want one coordinated strategy rather than accounts scattered across firms
- Professionals and executives with equity compensation or a concentrated stock position
- People within ten years of retirement who need to know whether the money actually lasts
- Retirees who need income sequenced across taxable, tax-deferred and Roth accounts
- Anyone who has a portfolio but has never had a plan the portfolio is serving
How We Work
- Planning first, portfolio second — the allocation follows the goal, not the other way round
- Tax-aware investing coordinated with your CPA, including asset location and loss harvesting
- Retirement income planning (RICP®) — claiming strategy, withdrawal sequencing, distribution modelling
- Roth conversion analysis across multiple years rather than one at a time
- Insurance, beneficiary and long-term care review, so the protection matches the plan
- Estate strategy coordinated with your attorney, so the documents and the titling agree
- Behavioural coaching (CFC®) through market cycles and major life events
What We Don’t Do
- We don’t forecast markets or move to cash on a prediction
- We don’t sell you a product to solve a planning problem
- We don’t hand you a binder and disappear until next year
- We don’t require you to move every account before we’ll help
Where your assets are held, and what we run them on
Custodians
Planning and reporting platforms
Your assets are held at an independent, regulated custodian — never by us. Provider and platform names and logos are the property of their respective owners and are shown for identification only. Their inclusion does not imply endorsement of, or affiliation with, My 360 Wealth Management Group.
Frequently Asked Questions
Do I need a minimum to work with you?
There is no single number. What matters is whether the situation calls for coordinated advice — a concentrated position, a pending retirement, a business, or a family picture that has outgrown a single account.
How are you paid?
Private Wealth relationships are generally fee-based advisory. Family Office relationships are engaged on a flat, capped annual fee. Your specific fee is set out in your advisory agreement and in Form ADV Part 2A.
Do you work with my existing CPA and attorney?
Yes, and we prefer it. We coordinate with the professionals you already trust so the tax plan, the legal documents and the investment strategy agree with each other.
What happens to my 401(k) when I retire?
We look at whether rolling it over actually helps you. Sometimes staying in the plan is better — it depends on the plan’s costs, its investment menu and your tax picture.
Almost none of the outcome. Live Your One Best Life
The brochure
Take it away with you.
The same story in print — mission, what you are actually planning for, the portal, and how the four parts of our work fit together. Hand it to a spouse, or read it somewhere other than a screen.
Open the brochureReady to Talk?
Let's start the conversation.
Every plan begins with a complimentary, no-obligation conversation about your goals.
Schedule a ConsultationMy 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney for guidance specific to your situation.
LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.
Investing in ETFs involves risk, including possible loss of principal, as well as risks related to diversification, trading interruptions, and tracking accuracy. Their market value will fluctuate and may trade above or below their net asset value (NAV), and upon redemption, ETF shares may be worth more or less than their original cost.
Investing involves risk, including possible loss of principal. There is no guarantee that the views or strategies discussed will be suitable for all investors, achieve desired results, or protect against loss. Investors should consult a financial professional to determine what may be appropriate for their situation.